Belvedere Trading’s Novartis NVS Stock Holding History

Belvedere Trading’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-28,700	Closed	-$4.23M	–	933
2025 Q4	$4.23M	Buy	28,700 +100	+0.3%	+$13.1K	﹤0.01%	88
2025 Q3	$3.89M	Buy	28,600 +600	+2%	+$73.2K	﹤0.01%	72
2025 Q2	$3.59M	Buy	28,000 +10,000	+56%	+$1.13M	﹤0.01%	73
2025 Q1	$2.16M	Sell	18,000 -4,500	-20%	-$479K	﹤0.01%	72
2024 Q4	$2.21M	Sell	22,500 -200	-0.9%	-$21.3K	﹤0.01%	95
2024 Q3	$2.63M	Hold	22,700	–	–	﹤0.01%	77
2024 Q2	$2.44M	Buy	+22,700	New	+$2.28M	﹤0.01%	79
2024 Q1	–	Sell	-1,800	Closed	-$182K	–	884
2023 Q4	$182K	Buy	+1,800	New	+$174K	﹤0.01%	370
2023 Q1	–	Sell	-4,000	Closed	-$363K	–	1292
2022 Q4	$363K	Buy	+4,000	New	+$337K	﹤0.01%	179

Other funds holding NVS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Belvedere Trading's NVS Position: Q1 2026 in Review

Belvedere Trading sold out of Novartis (NVS) in Q1 2026, closing a stake of 8,516 shares — an estimated $1.17M sold.

Belvedere Trading first reported a position in NVS in Q4 2023 and held it in 9 quarters. The position peaked at $1.49M in Q4 2023. 1,592 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

Belvedere Trading reported no remaining Novartis position as of Q1 2026 after selling out during the quarter.
Belvedere Trading sold 8,516 Novartis shares in Q1 2026, an estimated $1.17M.
Belvedere Trading first reported a position in Novartis in Q4 2023 and held it in 9 quarters.
Belvedere Trading's Novartis position peaked at $1.49M in Q4 2023.
1,592 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Belvedere Trading's 13F filing for Q1 2026, filed 12 May 2026.